The AAII Journal

November 2002 Issue

Mutual Funds »

Your Mutual Fund Portfolio: Choosing the Level of Complexity

thumbnail for Your Mutual Fund Portfolio: Choosing the Level of Complexity Using the three-tiered mutual fund portfolio guideline, you can create any mutual fund portfolio you want that comfortably matches your investor profile in terms of complexity, yet still remain properly diversified.

 

Insurance Products »

Hard-to-Spot Differences in Tax Loopholes vs. Tax Scams

Permanent life insurance is often associated with tax avoidance schemes. It appears that promoters of these schemes feel it sells better if tagged with the "tax loophole" label, because this gives them more apparent legitimacy.

 

Portfolio Strategies »

When Should You Start Your Social Security Benefits?

thumbnail for When Should You Start Your Social Security Benefits? Is it worth the delay in receiving Social Security benefits to get a higher monthly payment? Strategies for maximizing the present value of expected benefits.

 

Stock Screens »

The Foolish Approach to Investing in Small-Cap Stocks

thumbnail for The Foolish Approach to Investing in Small-Cap Stocks The Motley Fool's Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.

 

Portfolio Manager Interview »

An Interview With Jim Beers, Stratton Monthly Dividend REIT Shares Fund

Investing for current income uncovers value in the REIT market.

 

A Matter of Opinion »

Asset Allocation and Risk: How to Build Your Own Portfolio

There are two steps to developing a truly diversified portfolio that meets your personal needs: Set a level of risk you can live with, and pick the individual assets and classes that will provide the highest return within that risk level.

 

The Markets »

Market Valuation Measures: Does the Fed Model Really Work?

There's a real danger in placing too much emphasis on the Fed Model when determining your asset allocation, particularly during the current market environment.

 

Mutual Funds »

Your Mutual Fund Portfolio: Choosing the Level of Complexity

thumbnail for Your Mutual Fund Portfolio: Choosing the Level of Complexity Using the three-tiered mutual fund portfolio guideline, you can create any mutual fund portfolio you want that comfortably matches your investor profile in terms of complexity, yet still remain properly diversified.

 
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